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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,370 | $97,550+155.6% | $120,344+107.2% | $87,485+185.0% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.7%+20.6pp | 68.9%+28.4pp |
| Annual return | 9.21% | 18.41%-9.2pp | 20.30%-11.1pp | 26.06%-16.9pp |
| Employer contribution / active EE | $16,008 | $2,291+598.8% | $3,020+430.0% | $2,596+516.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $21,491 | $9,543+125.2% | $12,742+68.7% | $7,775+176.4% |